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eirrann | he/him pfp
eirrann | he/him
@eirrann.eth
Recap: Final day of the Masters I entered with major exposure to DeChambeau and Conners, both in the final pairings. I’d whittled down my portfolio over the weekend from T21 coverage to a tight core focused on the leaders. I had also taken profit on McIlroy when his position was priced at 81% of max price yesterday, so I had no exposure to him throughout today. The day started strong: DeChambeau was holding, McIlroy looked dominant at -14, and prices were moving fast. But golf is chaos. Rory choked, Bryson fell apart, and I bought back into Rose + Åberg regained relevance unexpectedly. Suddenly it wasn’t a two-horse race. My plays weren’t about backing the winner—I profited through sharp entries, exits, and rotation among contenders, surfing the volatility. As things heated up, I bought back into into Rose and Åberg around midday when they came back into contention. Grabbed 35k shares of each as they made their moves. 1/3 (Image credit: GPT)
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eirrann | he/him pfp
eirrann | he/him
@eirrann.eth
A few holes later, my portfolio looked sharp—nearly all in the top contenders, strong positioning. Rose’s price ripped, portfolio touched 13M, then slipped to 12M, then 6.3M, and I could feel the shift coming. Of course, I didn’t sell the top. Most people rarely do time things perfect in such volatile markets. When it became clear Rory was about to take it or force a playoff, I bailed. Locked in ~4.8M gain. That brought me to ~18.4M liquid right as it looked like Rory had it clinched. That hilariously was exactly 420 bucks at the $BRACKY rate. Serendipity. Thought I was done. But when Rory missed his final putt, I pounced. Bought 50k shares of Rose at 0.82—a desperation moonshot. Total cost? About 4,000 $bracky (9 cents). If Rose pulled it off, I’d walk away with 50M $bracky (~$1k). Wild edge case. Someone else aped in right after at 114.5 per share for 9.2M $BRACKY. But fate is cruel. 2/3
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Reeeny pfp
Reeeny
@reeeny
Enjoying your recaps, would have loved to watch live with Bracky! Might have to buy in further for the future of Bracky. So many use cases in it.
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